SHARNI RENEE LOFGREN
Financial Adviser · North Turramurra, NSW
📚 Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of NSW
2000 - Gradute Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2003 - Certified Financial Planner - Professional Designations - FAAA
2009 - ASX Accredited Listed Products Adviser Program - Other - Kaplan
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
2014 - Accredited Estate Planning Strategist - Professional Designations - FAAA
2016 - UNSW Retirement Planning - Other - University of NSW
2017 - Aged Care Planning Course - Other - UNSW Business School
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Accredited Aged Care Professional - Other - Aged care steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.